Pacific Capital Wealth Advisors’s Boeing BA Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-560	Closed	-$99.1K	–	113
2024 Q4	$99.1K	Hold	560	–	–	0.02%	111
2024 Q3	$85.1K	Hold	560	–	–	0.01%	119
2024 Q2	$102K	Sell	560 -19	-3%	-$3.39K	0.02%	108
2024 Q1	$112K	Buy	579 +19	+3%	+$3.9K	0.03%	94
2023 Q4	$146K	Buy	+560	New	+$120K	0.04%	77
2020 Q4	–	Sell	-560	Closed	-$93K	–	77
2020 Q3	$93K	Buy	+560	New	+$95.4K	0.06%	85

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Pacific Capital Wealth Advisors's BA Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Boeing (BA) in Q1 2025, closing a stake of 560 shares — an estimated $99.1K sold.

Pacific Capital Wealth Advisors first reported a position in BA in Q3 2020 and held it in 6 quarters. The position peaked at $146K in Q4 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 560 Boeing shares in Q1 2025, an estimated $99.1K.
Pacific Capital Wealth Advisors first reported a position in Boeing in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Boeing position peaked at $146K in Q4 2023.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.